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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-10 |
Branch Locations
N88 W16624 Appleton Ave Suite 5, Menomonee Falls, WI 53051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St Charles Parks And Recreation Department | St Charles | MO | 05/2021 | 09/2023 |
| First Immanuel Lutheran School | Cedarburg | WI | 11/2023 | 03/2024 |
| Bavarian Bierhaus | Glendale | WI | 11/2023 | 05/2024 |
| Water Street Brewery | Grafton | WI | 08/2024 | Present |
| Concordia University Wisconsin Student Government | Mequon | WI | 05/2025 | Present |
| E2 Retirement Consulting | Menomonee Falls | WI | 06/2025 | 09/2025 |
| Harbour Investments, Inc | Madison | WI | 09/2025 | Present |
| E2 Retirement Consulting | Menomonee Falls | WI | 09/2025 | Present |
| Zion Lutheran School | St Charles | MO | 08/2015 | 05/2018 |
| Lutheran High School Of St Charles | St Charles | MO | 08/2018 | 05/2022 |
1) E2 Retirement Consulting – DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) Water Street Brewery | 1251 Gateway Drive, Grafton, WI 53024 | Server | Description: Serve food and beverages to patrons | Beginning 10/2024 | 12 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-07 |
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